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《大行報告》高盛升太古(00019.HK)評級至「買入」 目標價上調至79元
高盛發表研究報告,將太古(00019.HK)(00087.HK)的投資評級由「中性」上調至「買入」,指出在疫情及成本上升影響下,集團各項業務短期內可能繼續存在不確定性,但相信最差的時期已經過去,將迎來復甦。 該行指出,國泰(00293.HK)次季現金流轉正,計劃將停泊在海外的飛機調回香港,又將增聘逾4,000名前線員工,為政府放寬旅行限制作準備。太古飲料最近則收購越南和柬埔寨的可口可樂裝瓶業務,該行預期,此舉將使其特許經營數量及盈利增加約15%,從而抵銷材料成本上漲的影響。 高盛預期,太古坊及內地/本港新項目將為太古地產(01972.HK)未來兩至三年的盈利增長帶來支持。該行並料回購計劃將支持太古獲估值重評。整體而言,高盛預計太古今年盈利將按年增長29%至約63億元,明年料進一步增長至94億元,將太古A目標價由66元上調至79元。
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